Contacts

Overview

You can share contacts with other users in your account.

Any user with Contact Administration capability can set up Contact Groups and control which users have access to these groups.

There are two types of contact:

  • Private contacts
  • Shared contacts

Each user has their own 'Private Contacts' group which can only be accessed by themselves. In addition, a user may have access to other shared contact groups. Access to shared contact groups is controlled by users with Contact Administration capability.

A Search facility allows you to search for a match in every data field. The search lists contacts that match the search criteria anywhere in the contact record (e.g. name, address, email, tel no's, comments, etc)

You can also customise which fields you want to see in the contact list display. This includes any 'user defined fields' you may have defined.